Capital Ideas Podcast

European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of investment industry experience, as they piece together the bigger picture behind ...  Show more

Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, and how AI could reshape economic growth and labor markets in the coming years. ...  Show more

Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector and what sets its most prestigious brands apart. Topics include: What defines a ...  Show more

Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financi ...  Show more

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arj ...  Show more